Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Novant suit highlights steep retirement plan fees
By Margaret Collins and Sophia PearsonA retired doctor and six others are alleging Novants plan saw a more than 10-fold increase in fees over three years and contains costly investment choices.
March 13, 2014
Annuities and Taxes, Pt. 4: 9 Requirements of Tax-Sheltered Annuity ContractsThe Tax Facts Online experts explain the nine requirements 403(b) plans must meet.
March 12, 2014
4 Ways Not to Ruin Your Clients’ TaxesAdvisor and tax expert Less Antman says most people lose more money trying to reduce taxes than they end up shaving from their tax bills.
March 11, 2014
Americans See a Retirement Worse Than Parents’Only a quarter of Americans think their retirement will be better than that of their parents, Franklin Templeton found. What's an advisor to do?
March 11, 2014
Buffett’s Omaha shows pension tapeworm eating funds: Muni creditOmaha is a prime example of what Buffett, the 83-year-old chairman of Berkshire Hathaway Inc., described this month as a tapeworm threatening government finances.
March 11, 2014
Buffett’s Omaha shows pension tapeworm eating funds: Muni creditOmaha is a prime example of what Buffett, the 83-year-old chairman of Berkshire Hathaway Inc., described this month as a tapeworm threatening government finances.
March 10, 2014
Annuities and Taxes, Pt. 3: Fixed Annuity Payments & Beneficiary PaymentsThe Tax Facts Online experts help explain taxation of fixed annuities and payments to beneficiaries.
March 10, 2014
Survey flags retirement gender gapOnly 25 percent of all respondents think that their retirement will be better than previous generations'.